Hannah Taylor
Fort Worth,TX
Summary
Expertise in leveraging data analysis to enhance communication, foster collaboration, and drive operational efficiencies aligned with business objectives. Recognized as a collaborative team player and leader, adept at navigating changing conditions to consistently deliver high-quality, reliable outcomes. Committed to making data-driven decisions that support organizational success and growth.
Overview
7
7
years of professional experience
Work History
Senior Representative, Brokerage Operations
Fidelity Investments
09.2024 - Current
- Executed high quality deliveries and transfers of assets quickly and efficiently within market deadlines
- Maintained an average of 100% productivity and 77% utilization in processing across multiple liquidation, gifting, and transfer request queues
- Collaborated with team members to analyze and streamline processes to improve productivity across multiple queues
Customer Relationship Associate
Fidelity Investments
06.2024 - 09.2024
- Strategized and created an in-depth study plan to acquire the necessary FINRA licenses for the role
- Stayed on pace with rigorous study and testing schedules through strong time-management skills
- Maintained high performance in client training and interactions, compliance, and team engagement while engaging in networking events to build brand across the firm
Certified Lead Sales Associate
Best Buy Inc
11.2021 - 11.2024
- Up-sold and cross-sold products effectively, driving sales and increasing revenue by 7.8% within the district
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Handled cash register operations and customer transactions to process payments.
- Trained, coached, and mentored new sales associates for maximum performance.
Retail Manager
Bath & Body Works Inc.
03.2019 - 11.2021
- Coached over 20 employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Controlled store inventory and reviewed cash handling and operations reports.
Education
Bachelor of Arts - Industrial Psychology
The University of Texas At Arlington
Arlington, Texas, TX12-2023
Associate of Applied Science - Psychology
Weatherford College
Weatherford, Texas, TX12-2020
Skills
- Microsoft AI/365 certified
- Project management
- Effective communication
- Detail Oriented
- Teamwork and collaboration
Timeline
Senior Representative, Brokerage Operations
Fidelity Investments
09.2024 - Current
Customer Relationship Associate
Fidelity Investments
06.2024 - 09.2024
Certified Lead Sales Associate
Best Buy Inc
11.2021 - 11.2024
Retail Manager
Bath & Body Works Inc.
03.2019 - 11.2021
Bachelor of Arts - Industrial Psychology
The University of Texas At Arlington
Associate of Applied Science - Psychology
Weatherford College